Bill Maris

speaker

608 appearances 2 recordings 2 series first heard Jun 2026 last heard 9 Jun

Bill Maris’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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The passive funds, the ETFs are going to have to pick them up.

And where do you think we are on that curve of value creation?

Could they go 3x from here?

Sure, but... So the...

There's a lot of risk in that and my objection is don't say you're doing this for the benefit of humanity and do the other thing.

Or just say, this is how we're running our business, and this isn't for the benefit of humanity.

I mean, one, that's how venture is, right?

75% of funds lose money.

But two, in order for founders fund or pick any fund to get that $100 billion out, they have to sell that stock to someone else.

Otherwise, it's just on paper.

So who's the buyer for that?

Is it retail?

You've got to make a business case in the public market

that can show that this business is worth the discounted value of its future cash flows.

And so whether it's SpaceX or Anthropic or so forth, can that case be made?

We'll see six months after or so.

I know they're playing with the lockups to kind of drag that out, but we'll see what the public market thinks of that.

So I'm going to make an analogy to the gaming industry.

We all get asked and we all think about, well, what does the future look like when AI is everywhere?

And there's Doomers on one side and Utopians on the other.

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